7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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4 Pervasive Myths About Inflation
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
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A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Longevity in Retirement & What You Should Know
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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4 Financial Mistakes to Avoid this Spring
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to...
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